DA Davidson advises clients that Coinstar's (CSTR-0.8%) streaming venture with Verizon looks promising with the two companies complimentary enough to put a serious dent in the business of rivals such as Netflix and Amazon. It's not a viewpoint that is shared by everyone in the industry, as recent data on the VOD market shows the influence of cable companies while the Apple ecosystem is also hard to rattle. One point in Coinstar's favor is that its content deals tie fees to subscribers - instead of the flat rates that have burned rivals in the past.